SaltLakeCityRecruiter Since 2001
the smart solution for Salt Lake City jobs

Client Management Representative

Company: Fidelity Investments
Location: Salt Lake City
Posted on: May 24, 2020

Job Description:

Job Description: This role requires the Series 7 License in order to be considered. If you do not have a Series 7, please search for Workplace Planning Associate or Customer Relationship Advocate positions to learn more about starting a career in Financial Services. We believe your knowledge and expertise of managed portfolio products helps you gain trust with our clients. We know you will inspire client dedication and engagement in order to develop long-lasting positive relationships with Fidelity
Expertise We're Looking For

  • Series 7 (required)
  • Series 66 within 30 days of hire
  • Minimum of 3 years of previous financial services experience
  • Broad based knowledge and understanding of general financial planning concepts
  • Shown customer service, relationship management and sales skills
    Purpose of Your Role Client Management Representatives help support and consult Fidelity clients who have a managed portfolio.
    Skills You Bring
    • A strong verbal and written communication skills
    • Your ability to effectively influence others
    • Authoritatively problem solve, be dedicated, demonstrate initiative and multi-task
    • Have a robust time management and organizational skills
    • Bring a comprehensive understanding of tax and retirement issues
    • Having previous experience consulting with clients or possess a dream to learn this approach
      Value You Deliver
      • Educating clients on an ongoing basis regarding asset allocation
      • Conducting annual reviews of client's profiles to ensure suitable portfolio allocations
      • Probing, uncovering and incorporating all relevant financial and personal data to identify the most appropriate investment strategy and identify additional investment opportunities
      • Conducting welcome calls with new clients to solidify the relationship and outline the service model
      • Resolving service requests in coordination with PAS Service Specialists
        How Your Work
        Impacts the Organization The Client Relationship Manager is part of Fidelity's Portfolio Advisory Services group, which operates within our Personal Investing business unit. We are leading provider of investment management, retirement planning, family conversations, portfolio guidance, brokerage, benefits outsourcing, and many other financial products and services. We believe in building relationships, not just in building sales or building our assets. After all, our clients will place their investments, their savings, and their futures in your hands. You'll be the one who will personally work with them to help achieve their dreams- whether that's saving for college, for retirement, for a big vacation, or anything else. This is a serious responsibility and that's why we'll surround you with amazing, supportive people and all the tools you need. Company Overview At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associate for their unique perspectives and experiences. For information about working at Fidelity, visit Fidelity Investments is an equal opportunity employer. Certifications: Series 07 - FINRA, Series 66 - FINRA Category: Customer Service We welcome those with experience in jobs such as Customer Account Manager, Outside Sales Representative, and Advertising Sales Manager and others in the Sales to apply.

Keywords: Fidelity Investments, Salt Lake City , Client Management Representative, Executive , Salt Lake City, Utah

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category

Other Executive Jobs

Tax Manager - Tax Returns, Corporate, Partnerships
Description: We are currently looking for Tax Manager for a growing team. If you are in a position where you would like to grow and have a long term plan for your career, this might be the right team for you. Send (more...)
Company: CyberCoders
Location: Bountiful
Posted on: 06/6/2020

Business Support Manager 2 - Operations Business Excellence
Description: Job DescriptionImportant Note: During the application process, ensure your contact information email and phone number is up to date and upload your current resume when submitting your application for (more...)
Company: Wells Fargo Bank
Location: Lehi
Posted on: 06/6/2020

Store Manager
Description: Job DescriptionThe General Managers and Store Managers are results driven. They are the leaders, trainers, and motivators in the field. They are strategic, ambitious, and autonomous. They are on the front (more...)
Company: rue21, inc. - Corporate
Location: Park City
Posted on: 06/6/2020

Supercuts: Salon manager
Description: Job Description Overview Are you an experienced stylist or salon manager looking for
Company: Supercuts
Location: Midvale
Posted on: 06/6/2020

Senior Manager of Software Engineering (Spanish Speaking)
Description: We are working with a company in Lehi that's looking for a Senior Manager of Technology.-- This individual will--manage and supervise all region day to day IT Operations, and software development for (more...)
Company: Dash2 Group
Location: Lehi
Posted on: 06/6/2020

Sr. Director E-Commerce
Description: We're looking for a candidate to fill this position in an exciting company. ul li --The Sr. Director of Ecommerce will
Company: Freshlypickedcom
Location: Lehi
Posted on: 06/6/2020

Area Director
Description: Uncapped Commission - Flexible Schedule - Proven ProductAre you a top-earning sales professional who can easily build relationships with industry leaders We're looking for a highly social salesperson (more...)
Company: Real Producers
Location: Ogden
Posted on: 06/6/2020

Senior Marketing Manager
Description: ROLE OVERVIEW--Amp Human is a venture-backed startup based in Park City, Utah dedicated to creating a new and trusted category of products to help humans push their limits. Our flagship product, PR Lotion, (more...)
Company: Amp Human
Location: Park City
Posted on: 06/6/2020

Small Business Manager (Utah South)
Description: SMALL BUSINESS MANAGERYou are a natural sales leader. A positive, upbeat, passionate, and an ambitious person that is determined to thrive in an ever-changing environment. Victra is the largest Verizon (more...)
Company: Victra - Verizon Authorized Retailer
Location: Salt Lake City
Posted on: 06/5/2020

Psychiatric Medical Director
Description: Psychiatric-Mental Health opening in Salt Lake City, Utah. This and other physician jobs brought
Company: FCSpsy
Location: Salt Lake City
Posted on: 06/6/2020

Log In or Create An Account

Get the latest Utah jobs by following @recnetUT on Twitter!

Salt Lake City RSS job feeds